Top Funds / CHILTON INVESTMENT CO LLC


Richard Chilton

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
SHERWIN WILLIAMS CO ON STOCK 415,447 $305,316,000 8.71% +2,197 +$17,388,000
BALL Corp ON STOCK 3,210,917 $299,193,000 8.54% -69,704 +$26,508,000
MICROSOFT CORP ON STOCK 1,117,813 $248,624,000 7.09% -59,579 +$983,000
HOME DEPOT, INC. ON STOCK 799,926 $212,476,000 6.06% -1,912 -$10,203,000
Mastercard Inc ON STOCK 560,362 $200,016,000 5.71% -37,553 -$2,181,000
UNION PACIFIC CORP ON STOCK 813,124 $169,309,000 4.83% +11,766 +$11,546,000
COSTCO WHOLESALE CORP /NEW ON STOCK 422,437 $159,166,000 4.54% -6,547 +$6,877,000
KANSAS CITY SOUTHERN ON STOCK 679,476 $138,701,000 3.96% +91,798 +$32,431,000
METTLER TOLEDO INTERNATIONAL INC/ ON STOCK 120,880 $137,765,000 3.93% -874 +$20,181,000
CINTAS CORP ON STOCK 373,207 $131,914,000 3.76% -21,045 +$695,000
REPUBLIC SERVICES, INC. ON STOCK 1,331,608 $128,234,000 3.66% +12,927 +$5,135,000
CSX CORP ON STOCK 1,245,000 $112,984,000 3.22% -64,867 +$11,247,000
THERMO FISHER SCIENTIFIC INC. ON STOCK 227,619 $106,020,000 3.02% +20,370 +$14,515,000
MOODYS CORP /DE/ ON STOCK 351,548 $102,033,000 2.91% +981 +$421,000
DOMINOS PIZZA INC ON STOCK 230,203 $88,274,000 2.52% +21,431 -$513,000
FIVE BELOW, INC ON STOCK 500,002 $87,490,000 2.50% -11,879 +$22,481,000
INTUIT INC ON STOCK 182,610 $69,364,000 1.98% -64,447 -$11,228,000
Zoetis Inc. ON STOCK 390,757 $64,670,000 1.85% -5,772 -$904,000
POOL CORP ON STOCK 169,103 $62,991,000 1.80% +1,060 +$6,774,000
DANAHER CORP /DE/ ON STOCK 266,676 $59,239,000 1.69% +256,641 +$57,078,000
ECOLAB INC. ON STOCK 230,474 $49,865,000 1.42% -25,085 -$1,206,000
PEPSICO INC ON STOCK 308,331 $45,725,000 1.30% -1,824 +$2,738,000
TORO CO ON STOCK 407,756 $38,672,000 1.10% +6,297 +$4,970,000
UNITEDHEALTH GROUP INC ON STOCK 101,759 $35,685,000 1.02% -118,477 -$32,978,000
VISA INC. ON STOCK 133,992 $29,308,000 0.84% -109,249 -$19,333,000